Feeding "Bill & Income" schedule into Budget?

My recurring expenses and income are loaded into the Bill & Income reminder, with categories, etc. Is there an automated way to feed that forward looking cash flow into a Quicken budget? I'm doing them separately, but it is tedious to setup in two places and again in two places if adjustments are made. If not possible, is there a report I could run to compare scheduled transactions vs the forward looking budget?

Best Answer


  • shalafarky
    shalafarky Member ✭✭
    @Scooterlam any idea how to make this happen in Mac?

    > @Scooterlam said:
    > If you select Budget Actions>View Options>Include Reminders "checked", Quicken will include that reminder's amount as "actual cost" in your budget for all future dates of the reminder.
    > (Image)
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @shalafarky

    Thank you for taking the time to visit the Community to ask your question.

    At this time the Mac version does not offer the ability to include scheduled transactions/reminders.

    If you haven't done so already, please take a moment to add your vote to the ongoing Idea available here.

    Thank you,

    -Quicken Tyka
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